Savant Wealth Management

Birmingham

Alabama

101 25th Street North, Suite 100
Birmingham, AL 35203
t: 205.208.8700

Birmingham, Alabama

Financial Advisors in Birmingham, AL

At Savant Wealth Management in Birmingham, AL, our fiduciary financial advisors dedicate themselves to helping you approach your financial future with confidence and clarity. As a fee-only, majority employee-owned firm, our goal is to help provide objective advice that aligns with your best interest. From our office at 101 25th Street North, we work with individuals, families, and business owners to create customized strategies for managing, growing, and protecting wealth.

While most of our clients have $750,000 or more in investable assets, we also collaborate with those who anticipate meaningful financial growth from career advancement, business ownership, or inheritance.

If you’re preparing for retirement, navigating complex financial decisions, or aiming to align your investment, tax, and estate planning strategies, our Birmingham-based team is here to help. Schedule your introductory consultation to learn how Savant can help support your long-term goals with clarity and care.

Why Choose Savant in Birmingham for Financial Planning?

Savant Wealth Management brings national depth and local insight to every client relationship. Our Birmingham advisors are committed to providing personalized guidance backed by the strength of a collaborative, credentialed team. As fiduciaries, we are legally bound to act in your best interests, providing transparent advice. From building your wealth to protecting what you’ve earned, we focus on your goals and offer ongoing support through every stage of life.

Financial Planning Services Offered at Our Birmingham Office

Our Birmingham office offers a full spectrum of comprehensive financial services designed to help you meet your evolving needs. From investment and retirement planning to estate planning and tax strategies, our integrated team approach helps to ensure every part of your financial life works in harmony. Explore the service options below to see how Savant can help you pursue your goals.

Our Wealth Management Services

Comprehensive Wealth Management

Investment Management

Financial Planning

Estate Planning & Wealth Transfer

Tax Advisory & Preparation

Trust Services

Accounting & Consulting Services

Company Retirement Plans

Meet Our Birmingham Financial Advisors

Our Birmingham financial advisors bring years of experience and a fiduciary commitment to every client interaction. With specialized knowledge in tax strategy, estate planning, and investment management, we offer well-rounded support for individuals, families, and business owners across the region. We take pride in serving the Birmingham community with thoughtful guidance and a personalized approach tailored to your goals.

No alt text set

J. Samuel Fitch

CFP®

Financial Advisor

No alt text set

Jonathan E. Millican

CFP®

Private Client Group Leader

No alt text set

Laura K. Rhoades

CFP®

Financial Advisor

No alt text set

William J. Wetzler

CFP®

Financial Advisor

Scooter Thomas

Scooter Thomas

CFP®, ChSNC®, ChFC®

Financial Advisor

No alt text set

Tara H. Ingram

CFP®, MS

Financial Advisor

No alt text set

Chip Kalousek

CFA®

Senior Investment Strategist / Client Advisor

No alt text set

Jennifer W. Sneed

CFP®, ChFC®

Financial Advisor

View All Birmingham Team Members

Birmingham, Alabama – News & Articles

Market Wise Update: Third Quarter 2024

Watch our Q3 2024 Market Wise Update with Financial Advisor and Investment Strategist Zach Ivey and Senior Investment Strategist Chip Kalousek, as they unpack the third quarter’s key market trends.
Learn More
financial planning tools, Birmingham, Alabama, Satellite Beach, Florida

Financial Planning Tools and Resources for Birmingham Residents

Building financial confidence starts with having the right tools. At Savant Wealth Management, we offer a curated selection of resources, including checklists, assessments, and planning guides, to help you make smart decisions at every life stage. From retirement preparation to refining your current financial plan, these tools are here to support your next move with clarity and purpose. Browse the materials below to evaluate your financial position and help move forward with greater insight.

FAQs About Financial Planning in Birmingham, AL

What should I bring to my first meeting with a financial advisor in Birmingham?

Bring any relevant financial documents, including recent tax returns, investment statements, estate plans, and a list of your financial goals. This helps us gain a full picture of your situation and recommend personalized strategies.

What does it mean that Savant is a fiduciary financial advisor in Birmingham, AL?

As a fiduciary, we must legally and ethically always act in your best interests. Our fee-only model eliminates commissions and hidden incentives.

What financial services are available at the Birmingham office?

We offer integrated services that include financial planning, investment management, estate planning, tax advisory, trust services, and business succession planning.

How do I get to the Savant office in Birmingham?

Our Birmingham office is located at 101 25th Street North, Suite 100, in the Birmingham District. It’s easily accessible from major roads and offers convenient on-site parking.

financial advisor, Birmingham

Connect with a Financial Advisor in Birmingham, AL, Today

If you’re looking to help bring structure and confidence to your financial life, our Birmingham team is ready to support you. Call us at 205.208.8700 to schedule your initial consultation and experience the value of working with a fiduciary advisor who puts your goals at the center of every strategy.

Connect with an Advisor

Resources

Retirement Countdown Guidebook

Getting ready to retire? Get our guidebook that can help you plan with confidence.

Financial Advisor Evaluation Checklist

Whether you are seeking the services of a financial advisor for the first time, or comparing your advisor to someone new, it's important to ask questions to help ensure the firm you pick fits your needs.

Upcoming Live Webinars

Our webinars are a great way to stay informed and take control of your financial future.

Retirement Readiness Challenge

In our free weekly Retirement Readiness Challenge, you'll learn the key steps to a successful retirement. Sign up today!

Retirement Planner Ebook

Ideal Futures® Financial Health Assessment

Savant’s Ideal Futures® Financial Health Assessment is a three-minute exercise that provides you an objective and wide-ranging audit of your current financial situation. It helps prioritize what aspects of your financial situation need attention so you can create a plan of action.

How Can We
Help?

Whether you have questions or wish to explore a partnership with Savant, we’re here to listen. Share a few details with us, and a member of our team will be in touch soon to start the conversation.

"*" indicates required fields

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is hidden when viewing the form
This field is for validation purposes and should be left unchanged.

Contact